Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public Inspection
For calendar year 2023, or tax year beginning 01-01-2023 , and ending 12-31-2023
Name of foundation
THE MARION I & HENRY J KNOTT
FOUNDATION INC
Number and street (or P.O. box number if mail is not delivered to street address)3904 HICKORY AVENUE
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
BALTIMORE, MD21211
A Employer identification number

52-1517876
B Telephone number (see instructions)

(410) 235-7068
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$63,879,478J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check right arrow.............
3 Interest on savings and temporary cash investments 56,774 56,774  
4 Dividends and interest from securities... 523,229 523,229  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 153,510
b Gross sales price for all assets on line 6a 16,158,819
7 Capital gain net income (from Part IV, line 2)... 153,510
8 Net short-term capital gain.........  
9 Income modifications........... 15,000
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
20,915 408,641 0
12 Total. Add lines 1 through 11........ 754,428 1,142,154 15,000
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 105,512 52,756 0 52,756
14 Other employee salaries and wages...... 242,097 46,500 0 195,597
15 Pension plans, employee benefits....... 59,026 6,671 0 52,355
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
37,350 24,900 0 12,450
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
279,148 272,806 0 6,343
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
36,549 7,707 0 19,283
19 Depreciation (attach schedule) and depletion... Click to see attachment
List of Attached Documents:
// Content
11,930 3,406 0
20 Occupancy..............        
21 Travel, conferences, and meetings....... 18,969 0 0 18,969
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
173,638 39,696 0 134,212
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 964,219 454,442 0 491,965
25 Contributions, gifts, grants paid....... 2,652,688 2,867,688
26 Total expenses and disbursements. Add lines 24 and 25 3,616,907 454,442 0 3,359,653
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -2,862,479
b Net investment income (if negative, enter -0-) 687,712
c Adjusted net income (if negative, enter -0-)... 15,000
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2023)
Form 990-PF (2023)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 99,735 226,013 226,013
2 Savings and temporary cash investments.........      
3 Accounts receivable right arrow91,085
Less: allowance for doubtful accounts right arrow   60,644 91,085 91,085
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow   85,000 0 0
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges.......... 4,688 877 877
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule).......      
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 59,727,634 Click to see attachment
List of Attached Documents:
// Content
63,179,579 		63,179,579
14 Land, buildings, and equipment: basis right arrow737,613
Less: accumulated depreciation (attach schedule) right arrow355,689 393,854 Click to see attachment
List of Attached Documents:
// Content
381,924 		381,924
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 60,371,555 63,879,478 63,879,478
Liabilities 17 Accounts payable and accrued expenses.......... 10,480 10,750
18 Grants payable................. 215,000  
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow)    
23 Total liabilities (add lines 17 through 22)......... 225,480 10,750
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions........... 60,146,075 63,868,728
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 60,146,075 63,868,728
30 Total liabilities and net assets/fund balances (see instructions). 60,371,555 63,879,478
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
60,146,075
2
Enter amount from Part I, line 27a .....................
2
-2,862,479
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
6,585,132
4
Add lines 1, 2, and 3 ..........................
4
63,868,728
5
Decreases not included in line 2 (itemize) right arrow
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
63,868,728
Form 990-PF (2023)
Form 990-PF (2023)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a USB#8826 CASH AND EQUIVALENTS P   2023-01-03
b USB#8826 CASH AND EQUIVALENTS P   2023-01-18
c USB#8826 CASH AND EQUIVALENTS P   2023-01-25
d USB#8826 CASH AND EQUIVALENTS P   2023-02-27
e USB#8826 CASH AND EQUIVALENTS P   2023-03-02
USB#8826 CASH AND EQUIVALENTS P   2023-03-23
USB#8826 CASH AND EQUIVALENTS P   2023-03-27
USB#8826 CASH AND EQUIVALENTS P   2023-03-29
USB#8826 CASH AND EQUIVALENTS P   2023-04-03
USB#8826 CASH AND EQUIVALENTS P   2023-04-26
USB#8826 CASH AND EQUIVALENTS P   2023-05-25
USB#8826 CASH AND EQUIVALENTS P   2023-06-06
USB#8826 CASH AND EQUIVALENTS P   2023-06-22
USB#8826 CASH AND EQUIVALENTS P   2023-06-23
USB#8826 CASH AND EQUIVALENTS P   2023-07-03
USB#8826 CASH AND EQUIVALENTS P   2023-07-05
USB#8826 CASH AND EQUIVALENTS P   2023-07-25
USB#8826 CASH AND EQUIVALENTS P   2023-08-10
USB#8826 CASH AND EQUIVALENTS P   2023-08-25
USB#8826 CASH AND EQUIVALENTS P   2023-09-13
USB#8826 CASH AND EQUIVALENTS P   2023-09-22
USB#8826 CASH AND EQUIVALENTS P   2023-09-25
USB#8826 CASH AND EQUIVALENTS P   2023-10-02
USB#8826 CASH AND EQUIVALENTS P   2023-10-05
USB#8826 CASH AND EQUIVALENTS P   2023-10-06
USB#8826 CASH AND EQUIVALENTS P   2023-10-25
USB#8826 CASH AND EQUIVALENTS P   2023-11-09
USB#8826 CASH AND EQUIVALENTS P   2023-11-27
USB#8826 CASH AND EQUIVALENTS P   2023-12-13
USB#8826 CASH AND EQUIVALENTS P   2023-12-15
USB#8826 CASH AND EQUIVALENTS P   2023-12-19
USB#8826 CASH AND EQUIVALENTS P   2023-12-21
USB#8826 CASH AND EQUIVALENTS P   2023-12-21
USB#8826 CASH AND EQUIVALENTS P   2023-12-26
USB#8826 FIDELITY 500 INDEX FUND P   2023-02-10
USB#8826 FIDELITY 500 INDEX FUND P   2023-07-31
USB#8826 FIDELITY 500 INDEX FUND P   2023-12-18
USB#8826 HARBOR DIVERSIFIED INTERNATIONAL P   2023-07-31
USB#8826 HARBOR DIVERSIFIED INTERNATIONAL P   2023-12-18
USB#8826 VANGUARD DEVELOPED MARKETS IDX P   2023-02-10
USB#8826 VANGUARD DEVELOPED MARKETS IDX P   2023-06-01
USB#8826 VANGUARD DEVELOPED MARKETS IDX P   2023-07-31
USB#8826 VANGUARD EMERGING MKTS STOCK IDX ADM P   2023-12-15
USB#8826 FIDELITY INTERMEDIATE TREASURY BOND P   2023-02-10
USB#8827 FIRST AM TREAS OB FD CL Z P   2023-01-05
USB#8827 FIRST AM TREAS OB FD CL Z P   2023-01-25
USB#8827 FIRST AM TREAS OB FD CL Z P   2023-01-25
USB#8827 FIRST AM TREAS OB FD CL Z P   2023-02-09
USB#8827 FIRST AM TREAS OB FD CL Z P   2023-02-15
USB#8827 FIRST AM TREAS OB FD CL Z P   2023-02-16
USB#8827 FIRST AM TREAS OB FD CL Z P   2023-02-24
USB#8827 FIRST AM TREAS OB FD CL Z P   2023-02-27
USB#8827 FIRST AM TREAS OB FD CL Z P   2023-03-23
USB#8827 FIRST AM TREAS OB FD CL Z P   2023-03-27
USB#8827 FIRST AM TREAS OB FD CL Z P   2023-04-17
USB#8827 FIRST AM TREAS OB FD CL Z P   2023-04-26
USB#8827 FIRST AM TREAS OB FD CL Z P   2023-05-04
USB#8827 FIRST AM TREAS OB FD CL Z P   2023-05-15
USB#8827 FIRST AM TREAS OB FD CL Z P   2023-05-23
USB#8827 FIRST AM TREAS OB FD CL Z P   2023-05-24
USB#8827 FIRST AM TREAS OB FD CL Z P   2023-05-25
USB#8827 FIRST AM TREAS OB FD CL Z P   2023-05-26
USB#8827 FIRST AM TREAS OB FD CL Z P   2023-06-16
USB#8827 FIRST AM TREAS OB FD CL Z P   2023-06-22
USB#8827 FIRST AM TREAS OB FD CL Z P   2023-06-23
USB#8827 FIRST AM TREAS OB FD CL Z P   2023-07-03
USB#8827 FIRST AM TREAS OB FD CL Z P   2023-07-17
USB#8827 FIRST AM TREAS OB FD CL Z P   2023-07-21
USB#8827 FIRST AM TREAS OB FD CL Z P   2023-07-25
USB#8827 FIRST AM TREAS OB FD CL Z P   2023-07-25
USB#8827 FIRST AM TREAS OB FD CL Z P   2023-08-03
USB#8827 FIRST AM TREAS OB FD CL Z P   2023-08-25
USB#8827 FIRST AM TREAS OB FD CL Z P   2023-09-25
USB#8827 FIRST AM TREAS OB FD CL Z P   2023-09-25
USB#8827 FIRST AM TREAS OB FD CL Z P   2023-10-19
USB#8827 FIRST AM TREAS OB FD CL Z P   2023-10-20
USB#8827 FIRST AM TREAS OB FD CL Z P   2023-10-25
USB#8827 FIRST AM TREAS OB FD CL Z P   2023-10-31
USB#8827 FIRST AM TREAS OB FD CL Z P   2023-11-07
USB#8827 FIRST AM TREAS OB FD CL Z P   2023-11-17
USB#8827 FIRST AM TREAS OB FD CL Z P   2023-11-27
USB#8827 FIRST AM TREAS OB FD CL Z P   2023-12-01
USB#8827 FIRST AM TREAS OB FD CL Z P   2023-12-12
USB#8827 FIRST AM TREAS OB FD CL Z P   2023-12-15
USB#8827 FIRST AM TREAS OB FD CL Z P   2023-12-19
USB#8827 FIRST AM TREAS OB FD CL Z P   2023-12-21
USB#8827 FIRST AM TREAS OB FD CL Z P   2023-12-26
USB#8827 DAVIDSON KEMPNER LT DIST OPP INTL V P   2023-03-10
USB#8827 DAVIDSON KEMPNER LT DIST OPP INTL V P   2023-08-23
USB#8827 DAVIDSON KEMPNER LT DIST OPP INTL V P   2023-11-28
USB#8827 EMINENCE FUND, LTD. P   2023-10-31
USB#8827 GQG PARTNERS GLOBAL EQUITY FUND P   2023-06-14
USB#8827 HIRTLE CALLAGHAN PRIV EQ OFFSHORE X P   2023-01-01
USB#8827 HIRTLE CALLAGHAN PRIV EQ OFFSHORE X P   2023-06-06
USB#8827 HIRTLE CALLAGHAN PRIV EQ OFFSHORE X P   2023-07-13
USB#8827 HIRTLE CALLAGHAN PRIV EQ OFFSHORE X P   2023-08-09
USB#8827 KABOUTER INTL INSIGHT OFFSHORE FUND P   2023-01-17
USB#8827 LINDSELL TRAIN GLOBAL EQUITY LLC P   2023-01-01
USB#8827 LINDSELL TRAIN GLOBAL EQUITY LLC P   2023-02-01
USB#8827 LINDSELL TRAIN GLOBAL EQUITY LLC P   2023-03-01
USB#8827 LINDSELL TRAIN GLOBAL EQUITY LLC P   2023-05-01
USB#8827 LINDSELL TRAIN GLOBAL EQUITY LLC P   2023-05-01
USB#8827 LINDSELL TRAIN GLOBAL EQUITY LLC P   2023-06-01
USB#8827 LINDSELL TRAIN GLOBAL EQUITY LLC P   2023-08-01
USB#8827 LINDSELL TRAIN GLOBAL EQUITY LLC P   2023-09-01
USB#8827 LINDSELL TRAIN GLOBAL EQUITY LLC P   2023-09-01
USB#8827 LINDSELL TRAIN GLOBAL EQUITY LLC P   2023-10-31
USB#8827 LINDSELL TRAIN GLOBAL EQUITY LLC P   2023-11-01
USB#8827 LINDSELL TRAIN GLOBAL EQUITY LLC P   2023-12-01
USB#8827 MADISON DEARBORN CAPITAL PART VIII-A P   2023-06-08
USB#8827 MADISON DEARBORN CAPITAL PART VIII-A P   2023-08-15
USB#8827 POLUNIN DEVELOPING COUNTRIES FUND P   2023-01-01
USB#8827 POLUNIN DEVELOPING COUNTRIES FUND P   2023-02-01
USB#8827 POLUNIN DEVELOPING COUNTRIES FUND P   2023-03-01
USB#8827 POLUNIN DEVELOPING COUNTRIES FUND P   2023-04-01
USB#8827 POLUNIN DEVELOPING COUNTRIES FUND P   2023-05-01
USB#8827 POLUNIN DEVELOPING COUNTRIES FUND P   2023-06-01
USB#8827 POLUNIN DEVELOPING COUNTRIES FUND P   2023-07-01
USB#8827 POLUNIN DEVELOPING COUNTRIES FUND P   2023-08-01
USB#8827 POLUNIN DEVELOPING COUNTRIES FUND P   2023-09-01
USB#8827 POLUNIN DEVELOPING COUNTRIES FUND P   2023-09-01
USB#8827 POLUNIN DEVELOPING COUNTRIES FUND P   2023-10-31
USB#8827 POLUNIN DEVELOPING COUNTRIES FUND P   2023-11-01
USB#8827 SOUTHPOINT QUALIFIED OFFSHORE FD LTD P   2023-10-31
USB#8827 SSGA BLOOMBERG ROLL SELECT COMMODITY P   2023-04-01
USB#8827 SSGA BLOOMBERG ROLL SELECT COMMODITY P   2023-07-01
USB#8827 SSGA BLOOMBERG ROLL SELECT COMMODITY P   2023-10-31
USB#8827 SSGA BLOOMBERG ROLL SELECT COMMODITY P   2023-10-31
USB#8827 SSGA GLOBAL LARGE MID CAP NATURAL P   2023-04-01
USB#8827 SSGA GLOBAL LARGE MID CAP NATURAL P   2023-07-01
USB#8827 SSGA GLOBAL LARGE MID CAP NATURAL P   2023-10-31
USB#8827 SSGA GLOBAL LARGE MID CAP NATURAL P   2023-10-31
USB#8827 SSGA GLOBAL LARGE MID CAP NATURAL P   2023-11-01
USB#8827 SSGA S&P GLOBAL INFRASTRUCTURE P   2023-01-01
USB#8827 SSGA S&P GLOBAL INFRASTRUCTURE P   2023-04-01
USB#8827 SSGA S&P GLOBAL INFRASTRUCTURE P   2023-04-01
USB#8827 SSGA S&P GLOBAL INFRASTRUCTURE P   2023-07-01
USB#8827 SSGA S&P GLOBAL INFRASTRUCTURE P   2023-07-01
USB#8827 SSGA S&P GLOBAL INFRASTRUCTURE P   2023-10-31
USB#8827 SSGA US GOVERNMENT INFLATION-LINKED P   2023-01-01
USB#8827 SSGA US GOVERNMENT INFLATION-LINKED P   2023-02-01
USB#8827 SSGA US GOVERNMENT INFLATION-LINKED P   2023-04-01
USB#8827 SSGA US GOVERNMENT INFLATION-LINKED P   2023-04-01
USB#8827 SSGA US GOVERNMENT INFLATION-LINKED P   2023-07-01
USB#8827 SSGA US GOVERNMENT INFLATION-LINKED P   2023-07-01
USB#8827 SSGA US GOVERNMENT INFLATION-LINKED P   2023-10-31
USB#8827 SSGA US GOVERNMENT INFLATION-LINKED P   2023-10-31
USB#8827 SSGA US REIT INDX NL CTF P   2023-02-01
USB#8827 SSGA US REIT INDX NL CTF P   2023-04-01
USB#8827 SSGA US REIT INDX NL CTF P   2023-04-01
USB#8827 SSGA US REIT INDX NL CTF P   2023-04-30
USB#8827 SSGA US REIT INDX NL CTF P   2023-07-01
USB#8827 SSGA US REIT INDX NL CTF P   2023-07-01
USB#8827 SSGA US REIT INDX NL CTF P   2023-08-01
USB#8827 SSGA US REIT INDX NL CTF P   2023-10-31
USB#8827 SSGA US REIT INDX NL CTF P   2023-11-01
USB#8827 TACONIC EURO CREDIT DISLOCATION II P   2023-03-01
USB#8827 TACONIC EURO CREDIT DISLOCATION II P   2023-05-01
USB#8827 TACONIC EURO CREDIT DISLOCATION II P   2023-09-27
USB#8827 TACONIC OPPORTUNITY OFFSHORE FD A P   2023-01-01
USB#8827 TACONIC OPPORTUNITY OFFSHORE FD A P   2023-04-01
USB#8827 TACONIC OPPORTUNITY OFFSHORE FD LTD P   2023-01-01
USB#8827 TACONIC OPPORTUNITY OFFSHORE FD LTD P   2023-01-27
PARTNERSHIP INCOME HIRTLE CALLAGHAN PRIV EQ OFFSHORE X P   2023-10-10
DISTRIBUTION FROM PARTNERSHIP HIRTLE CALLAGHAN PE OFFSHORE FUND XI P   2023-10-11
DISTRIBUTION FROM PARTNERSHIP HIRTLE CALLAGHAN PE OFFSHORE FUND XI P   2023-10-12
HIRTLE CALLAGHAN PRIV EQ OFFSHORE X P   2023-09-11
HIRTLE CALLAGHAN PRIV EQ OFFSHORE X P   2023-11-08
HIRTLE CALLAGHAN PRIV EQ OFFSHORE X P   2023-12-12
GAIN FROM BALTIMORE ORIOLES LIMITED PARTNERSHIP P    
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 35,061   35,061 0
b 1,213,524   1,213,524 0
c 467   467 0
d 486   486 0
e 600,000   600,000 0
340,000   340,000 0
497   497 0
15,090   15,090 0
37,195   37,195 0
483   483 0
493   493 0
1,000,000   1,000,000 0
15,258   15,258 0
493   493 0
300,000   300,000 0
37,591   37,591 0
487   487 0
33,652   33,652 0
488   488 0
250,000   250,000 0
15,417   15,417 0
479   479 0
38,736   38,736 0
250,000   250,000 0
300,000   300,000 0
478   478 0
260,000   260,000 0
465   465 0
15,017   15,017 0
170,000   170,000 0
99,938   99,938 0
1     1
      0
482   482 0
400,000   403,407 -3,407
500,000   449,485 50,515
250,000   217,853 32,147
250,000   223,587 26,413
250,000   227,500 22,500
400,000   367,493 32,507
500,000   458,419 41,581
250,000   217,974 32,026
250,000   257,828 -7,828
1,000,000   1,155,117 -155,117
91,729   91,729 0
702   702 0
42,600   42,600 0
54,024   54,024 0
73,006   73,006 0
32,570   32,570 0
75,000   75,000 0
692   692 0
50,551   50,551 0
694   694 0
29,126   29,126 0
689   689 0
28,400   28,400 0
49,178   49,178 0
169,518   169,518 0
20,000   20,000 0
679   679 0
79,062   79,062 0
25,000   25,000 0
50,564   50,564 0
686   686 0
500,000   500,000 0
9,452   9,452 0
39,272   39,272 0
692   692 0
35,500   35,500 0
21,386   21,386 0
696   696 0
712   712 0
25,541   25,541 0
16,714   16,714 0
680,000   680,000 0
703   703 0
18,481   18,481 0
20,000   20,000 0
96,250   96,250 0
702   702 0
38,622   38,622 0
2,524   2,524 0
125,469   125,469 0
45,590   45,590 0
      0
674   674 0
12,063   12,063 0
12,063   12,063 0
12,063   12,063 0
300,000   216,866 83,134
500,000   324,396 175,604
206,937   3,351 203,586
3,351     3,351
31,418     31,418
2,095     2,095
1,213,524   1,700,000 -486,476
1,170   1,196 -26
1,238   1,195 43
1,210   1,195 15
1,271   1,194 77
1,343   1,193 150
1,269   1,193 76
1,315   1,192 123
1,340   1,192 148
1,298   1,192 106
1,237   1,190 47
1,207   1,190 17
1,286   1,189 97
11,195   11,195 0
85,184   85,184 0
1,291   1,077 214
1,381   1,076 305
1,323   1,075 248
1,359   1,074 285
1,379   1,073 306
1,352   1,071 281
1,377   1,070 307
1,471   1,069 402
250,000   193,785 56,215
1,382   1,068 314
1,079   865 214
1,040   864 176
250,000   182,837 67,163
608   752 -144
542   627 -85
578   647 -69
61,900   70,579 -8,679
742   818 -76
1,120   1,177 -57
1,154   1,176 -22
79,100   81,261 -2,161
4,000   4,245 -245
28,000   26,025 1,975
742   685 57
30,000   26,862 3,138
563   512 51
8,000   7,320 680
590   558 32
11,000   10,461 539
2,010   2,058 -48
484   495 -11
15,000   15,159 -159
365   372 -7
7,000   7,149 -149
392   400 -8
6,400   6,592 -192
15,000   14,491 509
1,121   1,127 -6
5,000   4,800 200
27,000   26,167 833
1,173   1,125 48
55,000   51,639 3,361
12,000   11,139 861
1,178   1,123 55
13,800   14,515 -715
41,026   41,026 0
33,333   33,333 0
45,000   45,000 0
200,000   205,849 -5,849
405,002   411,642 -6,640
332,516   304,050 28,466
    228,467 -228,467
34,769     34,769
53,740     53,740
11,154     11,154
419     419
14,871     14,871
36,863     36,863
3,325     3,325
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       0
b       0
c       0
d       0
e       0
      0
      0
      0
      0
      0
      0
      0
      0
      0
      0
      0
      0
      0
      0
      0
      0
      0
      0
      0
      0
      0
      0
      0
      0
      0
      0
      1
      0
      0
      -3,407
      50,515
      32,147
      26,413
      22,500
      32,507
      41,581
      32,026
      -7,828
      -155,117
      0
      0
      0
      0
      0
      0
      0
      0
      0
      0
      0
      0
      0
      0
      0
      0
      0
      0
      0
      0
      0
      0
      0
      0
      0
      0
      0
      0
      0
      0
      0
      0
      0
      0
      0
      0
      0
      0
      0
      0
      0
      0
      0
      0
      0
      0
      83,134
      175,604
      203,586
      3,351
      31,418
      2,095
      -486,476
      -26
      43
      15
      77
      150
      76
      123
      148
      106
      47
      17
      97
      0
      0
      214
      305
      248
      285
      306
      281
      307
      402
      56,215
      314
      214
      176
      67,163
      -144
      -85
      -69
      -8,679
      -76
      -57
      -22
      -2,161
      -245
      1,975
      57
      3,138
      51
      680
      32
      539
      -48
      -11
      -159
      -7
      -149
      -8
      -192
      509
      -6
      200
      833
      48
      3,361
      861
      55
      -715
      0
      0
      0
      -5,849
      -6,640
      28,466
      -228,467
      34,769
      53,740
      11,154
      419
      14,871
      36,863
      3,325
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 153,510
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3 0
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here right arrow and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 9,559
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 9,559
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 9,559
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 100,644
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 50,000
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 150,644
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 141,085
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow141,085 Refundedright arrow 11 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowMD
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2023 or the taxable year beginning in 2023? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrowWWW.KNOTTFOUNDATION.ORG
14
The books are in care ofright arrowTHE ORGANIZATION Telephone no.right arrow (410) 235-7068

Located atright arrow3904 HICKORY AVENUEBALTIMOREMD ZIP+4right arrow21211
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2023, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
Yes
 
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
Yes
 
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
No
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2023? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
2a
 
No
If "Yes," list the years right arrow20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2023 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2023.) .....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
BRIAN MCDONALD MEMBER
1.00 		0 0 0
3904 HICKORY AVENUE
BALTIMORE,MD21211
BROOKE RODGERS MEMBER
1.00 		0 0 0
3904 HICKORY AVENUE
BALTIMORE,MD21211
CARROLL MCGILL MEMBER
1.00 		0 0 0
3904 HICKORY AVENUE
BALTIMORE,MD21211
DAN GALLAGHER MEMBER
1.00 		0 0 0
3904 HICKORY AVENUE
BALTIMORE,MD21211
DAVID GALLAGHER MEMBER
1.00 		0 0 0
3904 HICKORY AVENUE
BALTIMORE,MD21211
DAVID L PORTER MEMBER
1.00 		0 0 0
3904 HICKORY AVENUE
BALTIMORE,MD21211
E B HARRIS MEMBER
1.00 		0 0 0
3904 HICKORY AVENUE
BALTIMORE,MD21211
EMILY HANSSEN MEMBER
1.00 		0 0 0
3904 HICKORY AVENUE
BALTIMORE,MD21211
EMMETT VOELKEL SECRETARY
1.00 		0 0 0
3904 HICKORY AVENUE
BALTIMORE,MD21211
ERIN KNOTT MEMBER
1.00 		0 0 0
3904 HICKORY AVENUE
BALTIMORE,MD21211
ERIN TIELSCH MEMBER
1.00 		0 0 0
3904 HICKORY AVENUE
BALTIMORE,MD21211
GERALYNN SMYTH MEMBER
1.00 		0 0 0
3904 HICKORY AVENUE
BALTIMORE,MD21211
JAMIE STODD MEMBER
1.00 		0 0 0
3904 HICKORY AVENUE
BALTIMORE,MD21211
JOANNA O PORTER MEMBER
1.00 		0 0 0
3904 HICKORY AVENUE
BALTIMORE,MD21211
JOHN H RIEHL TREASURER
1.00 		0 0 0
3904 HICKORY AVENUE
BALTIMORE,MD21211
JOHN SMYTH MEMBER
1.00 		0 0 0
3904 HICKORY AVENUE
BALTIMORE,MD21211
KELLY HARRIS VICE PRESIDENT
1.00 		0 0 0
3904 HICKORY AVENUE
BALTIMORE,MD21211
COLLEEN Q KILDUFF EXECUTIVE DIRECTOR
40.00 		105,512 13,341 0
3904 HICKORY AVENUE
BALTIMORE,MD21211
LAUREL PORTER MEMBER
1.00 		0 0 0
3904 HICKORY AVENUE
BALTIMORE,MD21211
LINDSAY GALLAGHER MEMBER
1.00 		0 0 0
3904 HICKORY AVENUE
BALTIMORE,MD21211
MARION HASHIM MEMBER
1.00 		0 0 0
3904 HICKORY AVENUE
BALTIMORE,MD21211
MARION I KNOTT MEMBER
1.00 		0 0 0
3904 HICKORY AVENUE
BALTIMORE,MD21211
MARTIN G KNOTT PRESIDENT
1.00 		0 0 0
3904 HICKORY AVENUE
BALTIMORE,MD21211
MARTIN KNOTT JR MEMBER
1.00 		0 0 0
3904 HICKORY AVENUE
BALTIMORE,MD21211
MARTIN PORTER MEMBER
1.00 		0 0 0
3904 HICKORY AVENUE
BALTIMORE,MD21211
MEGHAN MCDONALD MEMBER
1.00 		0 0 0
3904 HICKORY AVENUE
BALTIMORE,MD21211
MICHAEL GALLAGHER MEMBER
1.00 		0 0 0
3904 HICKORY AVENUE
BALTIMORE,MD21211
OWEN M KNOTT MEMBER
1.00 		0 0 0
3904 HICKORY AVENUE
BALTIMORE,MD21211
PATRICK RODGERS MEMBER
1.00 		0 0 0
3904 HICKORY AVENUE
BALTIMORE,MD21211
PETER R MCGILL MEMBER
1.00 		0 0 0
3904 HICKORY AVENUE
BALTIMORE,MD21211
TERESA KNOTT MEMBER
1.00 		0 0 0
3904 HICKORY AVENUE
BALTIMORE,MD21211
THOMAS HARRIS MEMBER
1.00 		0 0 0
3904 HICKORY AVENUE
BALTIMORE,MD21211
MORGAN VOELKEL MEMBER
1.00 		0 0 0
3904 HICKORY AVENUE
BALTIMORE,MD21211
MARGIE RIEHL MEMBER
1.00 		0 0 0
3904 HICKORY AVENUE
BALTIMORE,MD21211
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
KATHLEEN MCCARTHY PROGRAM DIRECTOR
40.00 		110,404 24,509 0
3904 HICKORY AVENUE
BALTIMORE,MD21211
CHRISTINA RICKMAN BUSINESS MANAGER
40.00 		93,000 14,285 0
3904 HICKORY AVENUE
BALTIMORE,MD21211
JESSICA FELDT GRANTS & DATABASE AD
40.00 		38,693 7,518 0
3904 HICKORY AVENUE
BALTIMORE,MD21211
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
PRIME BUCHHOLZ LLC INVESTMENT MGMT 148,583
273 CORPORATE DRIVE SUITE 250
PORTSMOUTH,NH03801
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow0
Form 990-PF (2023)
Form 990-PF (2023)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
61,963,786
b
Average of monthly cash balances.......................
1b
268,938
c
Fair market value of all other assets (see instructions)................
1c
373,886
d
Total (add lines 1a, b, and c).........................
1d
62,606,610
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
62,606,610
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
939,099
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
61,667,511
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
3,083,376
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
3,083,376
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
9,559
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
1,107
c
Add lines 2a and 2b............................
2c
10,666
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
3,072,710
4
Recoveries of amounts treated as qualifying distributions................
4
15,000
5
Add lines 3 and 4............................
5
3,087,710
6
Deduction from distributable amount (see instructions).................
6
0
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
3,087,710
Part XI
Qualifying Distributions (see instructions)
1
Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
a
Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
1a
3,359,653
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
3,359,653
Form 990-PF (2023)
Form 990-PF (2023)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2022 		(c)
2022 		(d)
2023
1 Distributable amount for 2023 from Part X, line 7 3,087,710
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 153,460
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2018......  
b From 2019......  
c From 2020......  
d From 2021......  
e From 2022......  
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 3,359,653
a Applied to 2022, but not more than line 2a 153,460
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		0
c Treated as distributions out of corpus (Election
required—see instructions)........ 		0
d Applied to 2023 distributable amount..... 3,087,710
e Remaining amount distributed out of corpus 118,483
5 Excess distributions carryover applied to 2023. 0 0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 118,483
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 .......... 		0
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		0
8 Excess distributions carryover from 2018 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		118,483
10 Analysis of line 9:
a Excess from 2019....  
b Excess from 2020....  
c Excess from 2021....  
d Excess from 2022....  
e Excess from 2023.... 118,483
Form 990-PF (2023)
Form 990-PF (2023)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2023, enter the date of the ruling ...... right arrow
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2023 (b) 2022 (c) 2021 (d) 2020
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow
aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
COLLEEN Q KILDUFF EXECUTIVE DIRECTO
3904 HICKORY AVENUE
BALTIMORE,MD21211
(410) 235-7068
bThe form in which applications should be submitted and information and materials they should include:
N/A
cAny submission deadlines:
FEBRUARY, JUNE, AND OCTOBER OF EACH YEAR.
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
REQUESTS ARE ACCEPTED FROM ORGANIZATIONS AND PROGRAMS SERVING THE ARCHDIOCESE OF BALTIMORE, INCLUDING BALTIMORE CITY AND THE FOLLOWING MARYLAND COUNTIES: ALLEGANY, ANNE ARUNDEL, BALTIMORE, CARROLL, FREDERICK, GARRETT, HARFORD, HOWARD, AND WASHINGTON. WE DO NOT FUND THE FOLLOWING PROJECTS: UNRESTRICTED GRANTS, REQUESTS THAT WOULD SUB-GRANT AWARDS, ENDOWMENT FUNDS, INDIVIDUALS, MEDICAL RESEARCH, ONE-TIME-ONLY EVENTS, SEMINARS, OR WORKSHOPS, ORGANIZATIONS IN OPERATION FOR LESS THAN ONE YEAR, POLITICAL ACTIVITIES, PRO-CHOICE CAUSE & REPRODUCTIVE HEALTH SERVICES IN DIRECT CONFLICT WITH THE TEACHINGS OF THE CATHOLIC CHURCH, PUBLIC SCHOOL EDUCATION AND PUBLIC SECTOR AGENCIES, CHARTER SCHOOLS, REIMBURSABLE(S) OR ANY PRIOR EXPENSES, AND SCHOLARSHIPS.
Form 990-PF (2023)
Form 990-PF (2023)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
 Foundation
status of
recipient 		Purpose of grant or
contribution 		Amount
Name and address (home or business)
aPaid during the year

ARCHBISHOP CURLEY HIGH SCHOOL

3701 SINCLAIR LN
BALTIMORE,MD21213 		NONE PC OPERATIONS 114,461

ASSOCIATED CATHOLIC CHARITIES

320 CATHEDRAL ST
BALTIMORE,MD21201 		NONE PC OPERATIONS 53,625

ASYLEE WOMEN ENTERPRISE

4500 FRANKFORD AVE
BALTIMORE,MD21206 		NONE PC OPERATIONS 45,000

B&O RAILROAD MUSEUM

901 W PRATT ST
BALTIMORE,MD21223 		NONE PC OPERATIONS 61,000

BALTIMORE BASILICA

409 CATHEDRAL ST
BALTIMORE,MD21201 		NONE PC OPERATIONS 60,000

BALTIMORE HUMANE SOCIETY

1601 NICODEMUS RD
REISTERSTOWN,MD21136 		NONE PC OPERATIONS 60

BALTIMORE HUNGER PROJECT

117 OLD PADONIA RD SUITE E SUITE
430
COCKEYSVILLE,MD21030 		NONE PC OPERATIONS 45,000

BALTIMORE SQUASHWISE

3600 CLIPPER MILL RD
BALTIMORE,MD21211 		NONE PC OPERATIONS 7,300

BLACK WOMEN BUILD - BALTIMORE INC

PO BOX 16564
BALTIMORE,MD21217 		NONE PC OPERATIONS 2,500

BRIDGES BALTIMORE

540 E BELVEDERE AVE SUITE 201
BALTIMORE,MD21212 		NONE PC OPERATIONS 2,500

BUBA

1205 S CAREY ST
BALTIMORE,MD21230 		NONE PC OPERATIONS 10,000

CALVERT HALL COLLEGE HIGH SCHOOL

8102 LASALLE RD
BALTIMORE,MD21286 		NONE PC OPERATIONS 2,000

CALVERT SCHOOL

105 TUSCANY RD
BALTIMORE,MD21210 		NONE PC OPERATIONS 1,000

CAMP OPPORTUNITY OF MARYLAND

GLEN ARM RD GLEN
ARM,MD21057 		NONE PC OPERATIONS 2,500

CAMP UMOJA INC

815 HAMPTON LN
TOWSON,MD21286 		NONE PC OPERATIONS 3,750

CAROLINE FRIESS CENTER INC

900 SOMERSET STREET
BALTIMORE,MD21202 		NONE PC OPERATIONS 45,000

CATHEDRAL OF MARY OUR QUEEN

5200 N CHARLES ST
BALTIMORE,MD21210 		NONE PC OPERATIONS 83,362

CENTER FOR PREGNANCY CONCERNS

328 N HOWARD ST UPPER FLOOR
BALTIMORE,MD21201 		NONE PC OPERATIONS 1,000

CHESTNUT RIDGE VOL FIRE CO

12020 GREENSPRING AVE OWINGS
MILLS,MD21117 		NONE PC OPERATIONS 100

CHURCH OF THE NATIVITY

20 E RIDGELY RD
LUTHERVILLETIMONIUM,MD21093 		NONE PC OPERATIONS 1,200

COMMUNITY FREE CLINIC

249 MILL ST
HAGERSTOWN,MD21740 		NONE PC OPERATIONS 45,000

CORNERSTONE COMMUNITY HOUSING

1400 E LOMBARD ST
BALTIMORE,MD21231 		NONE PC OPERATIONS 36

DYSLEXIA TUTORING PROGRAM

711 W 40TH ST UNIT 310
BALTIMORE,MD21211 		NONE PC OPERATIONS 55,000

FLUID MOVEMENT

303 W MONUMENT ST
BALTIMORE,MD212014610 		NONE PC OPERATIONS 100

FOCUS

544 S WICKHAM RD
BALTIMORE,MD21229 		NONE PC OPERATIONS 50,000

FRANCISCAN CENTER

101 W 23RD ST SUITE 400
BALTIMORE,MD21218 		NONE PC OPERATIONS 75,000

FUEL FUND OF CENTRAL MARYLAND

57 W TIMONIUM ROAD SUITE 208
TIMONIUM,MD21093 		NONE PC OPERATIONS 15,000

GARRISON FOREST SCHOOL

300 GARRISON FOREST RD OWINGS
MILLS,MD21117 		NONE PC OPERATIONS 3,525

GEDCO (GOVANS ECUMENICAL DEVELOPMENT CORPORATION)

1010 E 33RD ST
BALTIMORE,MD21218 		NONE PC OPERATIONS 46,952

GILCHRIST HOSPICE CARE

11311 MCCORMICK ROAD SUITE 350
HUNT VALLEY,MD21031 		NONE PC OPERATIONS 50,100

GILMAN SCHOOL

5407 ROLAND AVE
BALTIMORE,MD21210 		NONE PC OPERATIONS 8,000

GOVANS PRESBYTERIAN CHURCH

5828 YORK RD
BALTIMORE,MD21212 		NONE PC OPERATIONS 2,500

HAMPDEN FAMILY CENTER

1104 W 36TH ST
BALTIMORE,MD21211 		NONE PC OPERATIONS 8,500

HASA

5900 METRO DRIVE
BALTIMORE,MD21215 		NONE PC OPERATIONS 15,000

HEALTH CARE FOR THE HOMELESS

421 FALLSWAY
BALTIMORE,MD21202 		NONE PC OPERATIONS 1,000

HEARTLY HOUSE INC

326 W PATRICK ST
FREDERICK,MD21701 		NONE PC OPERATIONS 45,000

HELPING UP MISSION

1029 E BALTIMORE ST
BALTIMORE,MD21202 		NONE PC OPERATIONS 865

HOPE FOR ALL

122 ROESLER RD GLEN
BURNIE,MD21060 		NONE PC OPERATIONS 42,000

HORIZON DAY CAMP BALTIMORE

8 MARKET PL 331
BALTIMORE,MD21202 		NONE PC OPERATIONS 37,362

HOUSE OF RUTH MARYLAND

2201 ARGONNE DRIVE
BALTIMORE,MD21218 		NONE PC OPERATIONS 66,150

IMPROVING EDUCATION

1100 N CHESTER STREET
BALTIMORE,MD21213 		NONE PC OPERATIONS 45,000

INTERFAITH SERVICE COALITION OF

116 W HIGH ST
HANCOCK,MD21750 		NONE PC OPERATIONS 5,000

IRVINE NATURE CENTER

11201 GARRISON FOREST RD OWINGS
MILLS,MD21117 		NONE PC OPERATIONS 50

ITINERIS

2050 ROCKROSE AVE SUITE A
BALTIMORE,MD21211 		NONE PC OPERATIONS 40,810

JESUIT VOLUNTEER CORPS

801 ST PAUL ST 2
BALTIMORE,MD21202 		NONE PC OPERATIONS 30,000

JOB OPPORTUNITIES TASK FORCE

201 N CHARLES ST
BALTIMORE,MD21201 		NONE PC OPERATIONS 1,000

LIVING CLASSROOMS FOUNDATION

515 M ST SE 222
WASHINGTON,DC20003 		NONE PC OPERATIONS 50

LIVING CLASSROOMS

802 SOUTH CAROLINE STREET
BALTIMORE,MD21231 		NONE PC OPERATIONS 35,000

LOYOLA BLAKEFIELD HIGH SCHOOL

500 CHESTNUT AVE
TOWSON,MD21204 		NONE PC OPERATIONS 6,000

LOYOLA EARLY LEARNING CENTER

801 ST PAUL ST
BALTIMORE,MD21202 		NONE PC OPERATIONS 115,000

LOYOLA UNIVERSITY MARYLAND

4501 N CHARLES ST
BALTIMORE,MD21210 		NONE PC OPERATIONS 10,000

MANNA HOUSE

435 E 25TH STREET
BALTIMORE,MD21218 		NONE PC OPERATIONS 2,000

MARIAN HOUSE

949 GORSUCH AVE
BALTIMORE,MD21218 		NONE PC OPERATIONS 2,500

MARYLAND BOOK BANK

1794 UNION AVE
BALTIMORE,MD21211 		NONE PC OPERATIONS 45,000

MARYLAND FILM FESTIVAL

PO BOX 13246
BALTIMORE,MD21203 		NONE PC OPERATIONS 500

MARYLAND NONPROFITS

1500 UNION AVE 2500
BALTIMORE,MD21211 		NONE PC OPERATIONS 9,000

MARYLAND SPCA

3300 FALLS RD
BALTIMORE,MD21211 		NONE PC OPERATIONS 600

MARYLAND THERAPEUTIC RIDING

1141 SUNRISE BEACH RD
CROWNSVILLE,MD21032 		NONE PC OPERATIONS 52,500

MARYVALE PREPARATORY SCHOOL

11300 FALLS RD
LUTHERVILLE,MD21093 		NONE PC OPERATIONS 250

MERCY HS

1300 E NORTHERN PKWY
BALTIMORE,MD21239 		NONE PC OPERATIONS 120,000

MERIT HEALTH LEADERSHIP ACADEMY

1 NORTH HAVEN ST SUITE 4
BALTIMORE,MD21224 		NONE PC OPERATIONS 3,750

MISSION OF MERCY

22 SOUTH MARKET ST STE 6D
FREDERICK,MD21701 		NONE PC OPERATIONS 10,000

MONSIGNOR O'DWYER RETREAT HOUSE

15523 YORK RD SPARKS
GLENCOE,MD21152 		NONE PC OPERATIONS 90,950

MOTHER SETON ACADEMY

2215 GREENMOUNT AVE
BALTIMORE,MD21218 		NONE PC OPERATIONS 49,500

MOTHER SETON SCHOOL

100 CREAMERY RD
EMMITSBURG,MD21727 		NONE PC OPERATIONS 20,000

MOUNT DE SALES ACADEMY

700 ACADEMY RD
CATONSVILLE,MD21228 		NONE PC OPERATIONS 151,000

MOUNT SAINT JOSEPH HIGH SCHOOL

4403 FREDERICK AVE
BALTIMORE,MD21229 		NONE PC OPERATIONS 65,000

MY NEIGHBORS FOUNDATION

PO BOX 477
MONKTON,MD21111 		NONE PC OPERATIONS 100

NEXT ONE UP FOUNDATION

809 CATHEDRAL ST STE 1
BALTIMORE,MD21201 		NONE PC OPERATIONS 65,000

NOTRE DAME OF MARYLAND UNIVERISTY

4701 N CHARLES ST
BALTIMORE,MD21210 		NONE PC OPERATIONS 7,500

NOTRE DAME PREPARATORY

815 HAMPTON LN
TOWSON,MD21286 		NONE PC OPERATIONS 3,000

OPEN WORKS

1400 GREENMOUNT AVE
BALTIMORE,MD21202 		NONE PC OPERATIONS 48,500

PARTNERS IN CARE

8151 RITCHIE HWY
PASADENA,MD21122 		NONE PC OPERATIONS 50,000

PORT DISCOVERY CHILDREN'S MUSEUM

35 MARKET PL
BALTIMORE,MD21202 		NONE PC OPERATIONS 2,000

PREGNANCY CENTER NORTH

6805 YORK RD 2
BALTIMORE,MD21212 		NONE PC OPERATIONS 1,000

PRO BONO COUNSELING PROJECT

5900 METRO DR
BALTIMORE,MD21215 		NONE PC OPERATIONS 40,000

ROLAND PARK COUNTRY SCHOOL

5204 ROLAND AVE
BALTIMORE,MD21210 		NONE PC OPERATIONS 5,000

ROSE OF SHARON EQUESTRIAN SCHOOL

5630 SHARON DR GLEN
ARM,MD21057 		NONE PC OPERATIONS 2,500

SANTA'S HELPERS ANONYMOUS

14411 COOPER RD
PHOENIX,MD21131 		NONE PC OPERATIONS 225

SECOND CHANCES GARAGES INC

528 N MARKET STREET
FREDERICK,MD21701 		NONE PC OPERATIONS 15,000

SISTERS ACADEMY OF BALTIMORE

139 1ST AVE
BALTIMORE,MD21220 		NONE PC OPERATIONS 8,500

SISTERS OF ST FRANCIS ASSISI

3725 ELLERSLIE AVE
BALTIMORE,MD21218 		NONE PC OPERATIONS 45,000

SOCCER WITHOUT BORDERS BALTIMORE

3700 EASTERN AVE
BALTIMORE,MD21224 		NONE PC OPERATIONS 123

SOUTH BALTIMORE LEARNING CENTER

28 E OSTEND ST A
BALTIMORE,MD21230 		NONE PC OPERATIONS 50,000

ST AUGUSTINE CHURCH

5976 OLD WASHINGTON RD
ELKRIDGE,MD21075 		NONE PC OPERATIONS 24,000

ST AUGUSTINE

5990 OLD WASHINGTON RD
ELKRIDGE,MD21075 		NONE PC OPERATIONS 3,000

ST CASIMIR CATHOLIC SCHOOL

1035 S KENWOOD AVE
BALTIMORE,MD21224 		NONE PC OPERATIONS 5,000

ST FRANCIS DE SALES

2019 RHODE ISLAND AVE NE
WASHINGTON,DC20018 		NONE PC OPERATIONS 10,000

ST FRANCIS NEIGHBORHOOD CENTER

2405 LINDEN AVE
BALTIMORE,MD21217 		NONE PC OPERATIONS 48,500

ST IGNATIUS LOYOLA ACADEMY

300 GITTINGS ST
BALTIMORE,MD21230 		NONE PC OPERATIONS 2,500

ST JAMES ACADEMY

3100 MONKTON RD
MONKTON,MD21111 		NONE PC OPERATIONS 2,500

ST JOHN REGIONAL CATHOLIC SCHOOL

8414 OPOSSUMTOWN PIKE
FREDERICK,MD21702 		NONE PC OPERATIONS 10,000

ST JOSEPH CHURCH

214 N N MAIN
ELLINWOOD,KS67526 		NONE PC OPERATIONS 2,500

ST MARIA GORETTI HIGH SCHOOL

1736 S 10TH ST
PHILADELPHIA,PA19148 		NONE PC OPERATIONS 80,000

ST PAUL'S SCHOOL

11152 FALLS RD
BROOKLANDVILLE,MD21022 		NONE PC OPERATIONS 2,250

ST TIMOTHY CATHOLIC CHURCH

1351 PAIGE PL
LADY LAKE,FL321599313 		NONE PC OPERATIONS 101,127

THE BALTIMORE BASILICA

409 CATHEDRAL ST
BALTIMORE,MD21201 		NONE PC OPERATIONS 2,200

THE BIT CENTER

315 HOMELAND SOUTHWAY
BALTIMORE,MD212124113 		NONE PC OPERATIONS 2,500

THE CATHOLIC COMMUNITY OF SOUTH

110 E WEST ST
BALTIMORE,MD21230 		NONE PC OPERATIONS 500

THE FAMILY TREE

2108 NORTH CHARLES ST
BALTIMORE,MD21218 		NONE PC OPERATIONS 2,600

THE JOHN CARROLL SCHOOL

703 E CHURCHVILLE RD
BEL AIR,MD21014 		NONE PC OPERATIONS 80,000

THE LIGHT HOUSE INC

10 HUDSON ST
ANNAPOLIS,MD21401 		NONE PC OPERATIONS 20,000

THE SAMARITAN COMMUNITY

1407 BOLTON ST
ANNAPOLIS,MD212174202 		NONE PC OPERATIONS 5,000

THE VALLEYS PLANNING COUNCIL

118 W PENNSYLVANIA AVE
TOWSON,MD21204 		NONE PC OPERATIONS 50

UEMPOWER OF MARYLAND

760 RITCHIE HWY SEVERNA
PARK,MD21146 		NONE PC OPERATIONS 500

UNION RESCUE MISSION OF WESTERN MD

16 GULF MEMORIAL DR
CUMBERLAND,MD21502 		NONE PC OPERATIONS 45,000

WEEKEND BACKPACKS FOR HOMELESS

PO BOX 21486
BALTIMORE,MD21282 		NONE PC OPERATIONS 55,250

WESTERN GOLF ASSOCIATION

2501 PATRIOT BLVD
GLENVIEW,IL600268022 		NONE PC OPERATIONS 250

WOMEN'S HOUSING COALITION

119 E 25TH ST
BALTIMORE,MD212185232 		NONE PC OPERATIONS 105
Total .................................right arrow 3a 2,867,688
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		    14 56,774  
4 Dividends and interest from securities ....     14 523,229  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....          
6 Net rental income or (loss) from personal property          
7 Other investment income .....          
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 153,510  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aMISCELLANEOUS INCOME 		  0 01 24,240 0
bINVESTMENT IN ORIOLES 711210 -229,193   225,868 0
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. -229,193 983,621 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
754,428
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow 		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form 990-PF (2023)
Form 990-PF (2023)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

(a) Name of organization (b) Type of organization (c) Description of relationship
Sign Here
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
right arrow right arrow
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date Check if self-
employed right arrow		 PTIN
Firm's name SmallBullet
 Firm's EIN SmallBullet
Firm's address SmallBullet


 Phone no.
Form 990-PF (2023)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2023 AccountingFeesSchedule
Name:
THE MARION I & HENRY J KNOTT
 
FOUNDATION INC
EIN:
52-1517876
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING 37,350 24,900 0 12,450

Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

TY 2023 DepreciationSchedule
Name:
THE MARION I & HENRY J KNOTT
 
FOUNDATION INC
EIN:
52-1517876
Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
Life (# of years)		 Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included
REMODEL FRONT AREA 2004-08-10 8,369 8,369 200DB 10.000000000000 0 0 0  
BUILDING 2005-01-01 286,760 132,045 SL 39.000000000000 7,353 0 0  
LEASEHOLD IMPROVEMENTS 2005-04-01 7,890 7,890 200DB 10.000000000000 0 0 0  
2 HEAT UNITS 2006-06-01 17,825 7,560 SL 39.000000000000 457 0 0  
REMODEL BATHROOM WINDOWS 2008-04-01 4,850 1,828 SL 39.000000000000 124 0 0  
WINDOWS 2008-09-02 7,148 2,619 SL 39.000000000000 183 0 0  
DOWNSTAIRS REMODELING 2009-09-01 58,529 19,948 SL 39.000000000000 1,501 0 0  
DOWNSTAIRS REMODELING 2009-10-05 545 185 SL 39.000000000000 14 0 0  
DOWNSTAIRS REMODELING 2009-10-05 730 248 SL 39.000000000000 19 0 0  
PAVING PARKING LOT 2010-06-25 5,700 1,833 SL 39.000000000000 146 0 0  
NEW DRY WALL 2010-06-28 1,450 466 SL 39.000000000000 37 0 0  
AWNING 2011-01-03 790 790 SL 7.000000000000 0 0 0  
MASONRY IMPROVEMENTS 2012-12-31 20,000 5,150 SL 39.000000000000 513 0 0  
MASONRY IMPROVEMENTS 2013-03-01 10,500 2,635 SL 39.000000000000 269 0 0  
OFFICE RENOVATIONS 2015-02-26 44,035 8,891 SL 39.000000000000 1,129 0 0  
HOT WATER HEATER 2017-06-01 1,585 226 SL 39.000000000000 41 0 0  
REFRIGERATOR 1994-05-23 560 560 200DB 7.000000000000 0 0 0  
SECURITY SYSTEM 1995-09-15 1,544 1,544 200DB 7.000000000000 0 0 0  
BOOKCASE 6 SHELF WALNUT 1996-12-17 202 202 200DB 7.000000000000 0 0 0  
CALCULATOR 1997-02-18 196 196 200DB 7.000000000000 0 0 0  
FIREPROOF FILE CABINET 1997-07-02 860 860 200DB 7.000000000000 0 0 0  
COMPUTER SOFTWARE 1999-12-06 1,470 1,470 SL 3.000000000000 0 0 0  
SET UP & PROGRAMMING 2000-03-19 4,360 2,093 200DB 5.000000000000 0 0 0  
OFFICE FURNITURE 2000-04-04 1,375 1,375 200DB 7.000000000000 0 0 0  
OFFICE FURNITURE 2000-08-07 366 366 200DB 7.000000000000 0 0 0  
PROJECTOR 2003-01-06 2,300 2,300 200DB 7.000000000000 0 0 0  
FILE CABINET & DESK 2003-04-04 4,400 4,400 200DB 7.000000000000 0 0 0  
LAPTOP 5100 NOTEBOOK 2003-06-01 1,502 1,502 200DB 5.000000000000 0 0 0  
OFFICE FURNITURE 2003-06-01 339 339 200DB 7.000000000000 0 0 0  
CONF ROOM RENOVATION 2003-06-01 23,943 23,943 200DB 10.000000000000 0 0 0  
19" MONITORS 2004-01-22 1,300 1,300 200DB 5.000000000000 0 0 0  
TELEPHONE SYSTEM 2008-03-17 6,283 6,283 200DB 7.000000000000 0 0 0  
WEBSITE 2008-06-15 9,090 9,090 SL 3.000000000000 0 0 0  
DESK & CHAIR 2011-05-02 887 887 200DB 7.000000000000 0 0 0  
NEW SERVER & INSTALLATION 2014-06-24 8,343 8,343 200DB 5.000000000000 0 0 0  
FINN NU END TABLES 2015-02-26 997 928 200DB 7.000000000000 0 0 0  
FINN NU COFFEE TABLE 2015-02-26 593 553 200DB 7.000000000000 0 0 0  
HUDSON SINGLE SEAT 2015-02-26 1,636 1,525 200DB 7.000000000000 0 0 0  
HUDSON TWO SEAT 2015-02-26 1,201 1,118 200DB 7.000000000000 0 0 0  
BRIGADE 600 LATERAL FILE 2015-02-26 1,695 1,579 200DB 7.000000000000 0 0 0  
INVITATION 2110 LEG BASE 2015-02-26 248 231 200DB 7.000000000000 0 0 0  
LAMINATE HOSPITALITY CREDENZA 2015-02-26 1,182 1,101 200DB 7.000000000000 0 0 0  
WIT HIGHBACK CHAIRS 2015-02-26 6,134 5,715 200DB 7.000000000000 0 0 0  
MOTIVATE TABLE 2015-02-26 6,166 5,745 200DB 7.000000000000 0 0 0  
MOTIVATE TABLE 2015-02-26 1,047 975 200DB 7.000000000000 0 0 0  
WIT HIGHBACK 2015-02-26 1,227 1,143 200DB 7.000000000000 0 0 0  
PRESIDE BOAT SHAPE TABLE 2015-02-26 334 311 200DB 7.000000000000 0 0 0  
PRESIDE LAMINATE TABLE 2015-02-26 467 436 200DB 7.000000000000 0 0 0  
INSTALLATION - PRICE MODERN 2015-02-26 1,914 1,783 200DB 7.000000000000 0 0 0  
LAPTOP COMPUTER 2015-04-01 786 786 200DB 5.000000000000 0 0 0  
DESK, CREDENZA, FILE CABINET 2015-04-01 1,795 1,673 200DB 7.000000000000 0 0 0  
GRANT MGT SOFTWARE 2016-04-01 29,000 29,000 200DB 3.000000000000 0 0 0  
DELL OPTIPLEX 3040 SFF 2017-04-01 1,424 1,298 200DB 7.000000000000 36 0 0  
DELL OPTIPLEX 3040 SFF 2017-04-01 1,424 1,298 200DB 7.000000000000 36 0 0  
DELL OPTIPLEX 3040 SFF 2017-04-01 1,424 1,298 200DB 7.000000000000 36 0 0  
DELL OPTIPLEX 3040 SFF 2017-04-01 1,424 1,298 200DB 7.000000000000 36 0 0  
WEBSITE 2014-01-01 6,800 6,800 200DB 7.000000000000 0 0 0  
LAND 2005-01-01 113,240   L   0 0 0  

TY 2023 InvestmentsOtherSchedule2
Name:
THE MARION I & HENRY J KNOTT
 
FOUNDATION INC
EIN:
52-1517876
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
CASH EQUIVALENTS - INVESTMENTS FMV 694,860 694,860
ORIOLES FMV 800,000 800,000
MUTUAL FUNDS FMV 25,236,926 25,236,926
HC OFFSHORE FUND XI FMV 557,838 557,838
HC PRIV EQUITY OFFSHORE FMV 4,817 4,817
TACONIC EURO CREDIT FMV 358,324 358,324
GLOBAL EQUITY FUND FMV 1,675,604 1,675,604
EMINENCE FUND INTL FMV 1,133,134 1,133,134
POLUNIN DEV FUND FMV 828,765 828,765
SSGA GLOBAL FMV 828,152 828,152
SSGA U.S. REIT FMV 1,697,928 1,697,928
NUT TREE OFFSHORE FUN FMV 1,350,000 1,350,000
SOUTHPOINT QUALIFIED FMV 1,167,163 1,167,163
TACONIC OPPORTUNITY FMV 1,225,069 1,225,069
VARDE CREDIT PARTNERS FMV 1,550,000 1,550,000
IRONSIDES DIRECT FMV 411,252 411,252
VALUATION ACCOUNT FMV 8,750,002 8,750,002
CASH FMV 44,916 44,916
COMMON FUND FMV 278,387 278,387
IRONSIDE PTR FUND V LP FMV 432,613 432,613
DAVIDSON KEMPER OPP INTL V FMV 648,703 648,703
MADISON DEARBORN VIII-A FMV 681,374 681,374
GRYPHON PARTNERS FMV 795,994 795,994
ACCOLADE PTRS VIII LP FMV 468,600 468,600
TIGER GLBL PART VIX FMV 1,170,000 1,170,000
GREENHOUSE LONG ONLY FMV 3,100,000 3,100,000
BAIN CAP REAL ESTATE II-B FMV 544,898 544,898
TIGER GLBL PART XV FMV 730,000 730,000
LINDSELL TRAIN GLOBAL EQUITY FMV 2,377,302 2,377,302
SSGA BLOOMBERG ROLL SELECT FMV 954,377 954,377
SSGA US GOVERNMENT INFLATI FMV 574,990 574,990
SSGA GLOBAL LARGE MIDCAP NAT FMV 1,721,423 1,721,423
PARTNERS IX LP FMV 65,000 65,000
DEAVIDSON KEMPER OPP INTL VI FMV 130,761 130,761
BAIN CAP REAL ESTATE III-B FMV 99,938 99,938
ALPINE INVESTORS IX FMV 90,469 90,469

TY 2023 LandEtcSchedule2
Name:
THE MARION I & HENRY J KNOTT
 
FOUNDATION INC
EIN:
52-1517876
Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
REMODEL FRONT AREA 8,369 8,369 0  
BUILDING 286,760 139,398 147,362  
LEASEHOLD IMPROVEMENTS 7,890 7,890 0  
2 HEAT UNITS 17,825 8,017 9,808  
REMODEL BATHROOM WINDOWS 4,850 1,952 2,898  
WINDOWS 7,148 2,802 4,346  
DOWNSTAIRS REMODELING 58,529 21,449 37,080  
DOWNSTAIRS REMODELING 545 199 346  
DOWNSTAIRS REMODELING 730 267 463  
PAVING PARKING LOT 5,700 1,979 3,721  
NEW DRY WALL 1,450 503 947  
AWNING 790 790 0  
MASONRY IMPROVEMENTS 20,000 5,663 14,337  
MASONRY IMPROVEMENTS 10,500 2,904 7,596  
OFFICE RENOVATIONS 44,035 10,020 34,015  
HOT WATER HEATER 1,585 267 1,318  
REFRIGERATOR 560 560 0  
SECURITY SYSTEM 1,544 1,544 0  
BOOKCASE 6 SHELF WALNUT 202 202 0  
CALCULATOR 196 196 0  
FIREPROOF FILE CABINET 860 860 0  
COMPUTER SOFTWARE 1,470 1,470 0  
SET UP & PROGRAMMING 4,360 2,093 2,267  
OFFICE FURNITURE 1,375 1,375 0  
OFFICE FURNITURE 366 366 0  
PROJECTOR 2,300 2,300 0  
FILE CABINET & DESK 4,400 4,400 0  
LAPTOP 5100 NOTEBOOK 1,502 1,502 0  
OFFICE FURNITURE 339 339 0  
CONF ROOM RENOVATION 23,943 23,943 0  
19" MONITORS 1,300 1,300 0  
COMPUTER SOFTWARE 9,429 9,429 0  
TELEPHONE SYSTEM 6,283 6,283 0  
WEBSITE 9,090 9,090 0  
DESK & CHAIR 887 887 0  
NEW SERVER & INSTALLATION 8,343 8,343 0  
FINN NU END TABLES 997 928 69  
FINN NU COFFEE TABLE 593 553 40  
HUDSON SINGLE SEAT 1,636 1,525 111  
HUDSON TWO SEAT 1,201 1,118 83  
BRIGADE 600 LATERAL FILE 1,695 1,579 116  
INVITATION 2110 LEG BASE 248 231 17  
LAMINATE HOSPITALITY CREDENZA 1,182 1,101 81  
WIT HIGHBACK CHAIRS 6,134 5,715 419  
MOTIVATE TABLE 6,166 5,745 421  
MOTIVATE TABLE 1,047 975 72  
WIT HIGHBACK 1,227 1,143 84  
PRESIDE BOAT SHAPE TABLE 334 311 23  
PRESIDE LAMINATE TABLE 467 436 31  
INSTALLATION - PRICE MODERN 1,914 1,783 131  
LAPTOP COMPUTER 786 786 0  
DESK, CREDENZA, FILE CABINET 1,795 1,673 122  
GRANT MGT SOFTWARE 29,000 29,000 0  
DELL OPTIPLEX 3040 SFF 1,424 1,334 90  
DELL OPTIPLEX 3040 SFF 1,424 1,334 90  
DELL OPTIPLEX 3040 SFF 1,424 1,334 90  
DELL OPTIPLEX 3040 SFF 1,424 1,334 90  
WEBSITE 6,800 6,800 0  
LAND 113,240 0 113,240  


TY 2023 OtherExpensesSchedule
Name:
THE MARION I & HENRY J KNOTT
 
FOUNDATION INC
EIN:
52-1517876
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INSURANCE 34,624 0 0 34,624
BUILDING MAINTENANCE 12,484 3,565 0 8,919
CLEANING 2,415 690 0 1,725
COPIER & POSTAGE METER 4,245 1,212 0 3,033
PROPERTY TAX FILING FEE 300 86 0 214
PAYROLL PROCESSING EXPENSE 1,140 326 0 814
POSTAGE 2,070 591 0 1,479
EDUCATION & TRAINING 12,564 3,588 0 8,976
TELEPHONE 7,014 2,003 0 5,011
UTILITIES 7,092 2,025 0 5,067
COMMUNICATION 14,700 4,197 0 10,503
OFFICE SUPPLIES 8,629 2,464 0 6,435
MEMBERSHIP DUES 13,778 3,934 0 9,844
COMPUTER HARDWARE 6,446 1,841 0 4,605
WEBSITE & SOFTWARE MAINTENANCE 4,177 1,193 0 2,984
GRANT MANAGEMENT 16,848 4,811 0 12,037
MISCELLANEOUS 24,600 7,024 0 17,576
BANK SERVICE CHARGES 512 146 0 366


TY 2023 OtherIncomeSchedule2
Name:
THE MARION I & HENRY J KNOTT
 
FOUNDATION INC
EIN:
52-1517876
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
MISCELLANEOUS INCOME 24,240 24,240 0
INVESTMENT IN ORIOLES -3,325 384,401 0


TY 2023 OtherIncreasesSchedule
Name:
THE MARION I & HENRY J KNOTT
 
FOUNDATION INC
EIN:
52-1517876
Description Amount
UNREALIZED GAIN/LOSS ON SECURITIES 6,570,132
RETURNED GRANTS 15,000


TY 2023 OtherProfessionalFeesSchedule
Name:
THE MARION I & HENRY J KNOTT
 
FOUNDATION INC
EIN:
52-1517876
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
CUSTODY FEES 14,118 14,118 0 0
COMPUTER CONSULTANT 12,685 6,343 0 6,343
INVESTMENT MANAGEMENT FEES 252,345 252,345 0 0


TY 2023 TaxesSchedule
Name:
THE MARION I & HENRY J KNOTT
 
FOUNDATION INC
EIN:
52-1517876
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
PAYROLL TAXES 26,990 7,707 0 19,283
EXCISE TAX EXPENSE 9,559 0 0 0